Job DescriptionClient Service Associate
Location: Memphis, TN
Industry: Wealth Management
Salary: $60,000 to $75,000 base, plus performance-based bonus
About the Role
Our client is a comprehensive wealth management firm providing holistic financial planning and wealth management to individuals and families. The Client Service Associate supports all aspects of client service and wealth management o...
Job DescriptionA leading fintech platform serving the alternative investment marketplace, connecting advisors, wealth managers, asset managers, and banks with private and public market investment strategies for high-net-worth clients. The firm manages relationships tied to well over $200 billion in client assets across more than 1,600 funds, and has been repeatedly recognized as a top fintech innov...
Job DescriptionAre you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory firm located in Wexford, PA, is recruiting a Client Service Associate to join their dynamic team. They are committed to delivering excellence to their clients...
Job DescriptionPosition Overview
The Client Service Associate plays a critical role in supporting the day-to-day operational functions of the wealth management business. This individual will be responsible for processing client account activity, including account openings, maintenance requests, and money movement transactions, while ensuring accuracy, efficiency, and compliance with regulatory requ...
Job DescriptionAbout Duncan Financial Group
Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset i...
Job DescriptionClient Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will b...
Heeter Printing is a top 100 Employer in Pittsburgh.We are a service leader among single-source providers of complex print, direct mail, fulfillment, and digital marketing to the healthcare, pharmaceutical, casino, retail and education industries. For almost 80 years, Heeter has served marketers and other organizations by investing in the most advanced resources to ensure our facilities are equippe...
Job DescriptionAs a Client Management Specialist, you will work closely with clients, suppliers, sales and internal teams to best meet client needs. This role assists with managing client product and business portfolios including creating client and supplier correspondence, processing orders, maintaining distribution spreadsheets, project tracking, research and managing budgets.
The Client Managem...
Job DescriptionThe Wealth Management Client Associate provides high-quality administrative, operational, and client service support to Financial Advisors and their clients. This role serves as a key point of contact for clients, helping ensure their needs are handled efficiently while maintaining a high standard of professionalism, accuracy, confidentiality, and service.
The ideal candidate is high...
Job DescriptionWe’re Hiring: Client Service Specialist | Ramsey, NJ (Onsite)
Regency Wealth Management is growing, and we’re looking for an experienced Client Service Specialist to join our team in Ramsey, New Jersey.
We are an independent wealth management firm serving high-net-worth individuals, families, and institutions. Our team is focused on simplifying our clients’ financial lives th...
Job DescriptionCOMPANY DESCRIPTION
Biltmore Family Office, LLC is an independent SEC-registered wealth advisory firm serving investment-oriented, multi-generational families. Founded by a family and designed to support other families, the firm operates as a collaborative family office focused on long-term partnerships. Its mission is to connect the intellectual capital of the families it serves wit...
Job DescriptionOur client is an independent RIA in Greenwich, CT serving high-net-worth individuals and families. They are hiring a Client Service Associate to support the advisory team on account operations and day-to-day client requests. This is an operations-heavy seat with direct client contact.
Responsibilities
Open, title, and maintain accounts with custodians; manage ACATs and transfers
P...
Job DescriptionAbout the Job
Company Description
Element Pointe Family Office is an independent, fee-only multi-family office and wealth management firm based in Miami, Florida. As an SEC-registered investment adviser, Element Pointe is committed to objective advice and sophisticated portfolio management, ensuring that clients’ interests come first. For over a decade, the firm has guided ultra-hi...
AVP, Client Service Open
AVP, Client Service Open
Job DescriptionWho We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan adv...
Job Description
About Us
We are a top, nationally recognized, boutique Wealth Management firm looking for a warm, friendly, detail-oriented, self-starter and “go-getter” to join our rapidly growing team.
We’re hiring a Client Service Associate to support an advisor and their clients. This role is focused on communication, coordination, and follow-through, making sure client work moves smooth...
Job DescriptionBusiness Talent Group (BTG) is the leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with the world’s best companies. BTG provides just the right on-demand talent needed: remote or on-site, part-time or full-time, individuals or teams. That’s why more than 50% of the F100 and hundreds of o...
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